Document Center

A WordPress plugin that acts as the single source of truth for official company documents. Documents live in Google Drive, Confluence, Figma, or anywhere else — this plugin is the controlled registry that indexes them with structured metadata.

What it does

• Provides a custom post type (idc_document) for registering official documents.
• Stores metadata: document URL, source type, owner, effective date.
• Organises documents by Document Type taxonomy (Policy, SOP/Process, Template, Reference/Guide) and Department taxonomy.
• Renders a searchable, filterable document directory via shortcode.
• Renders a single document detail page for each registered document.

What it is NOT

• Not a document storage system — files stay in Drive/Confluence/Figma.
• Not a compliance tracker — no approval workflow, no audit log.
• Not a replacement for Google Drive or Confluence.

Installation

1. Copy the internal-document-center folder into wp-content/plugins/.
2. Activate the plugin in WordPress Admin → Plugins.
3. Default Document Types (Policy, SOP/Process, Template, Reference/Guide) are seeded automatically on activation.

Usage

Adding a document

1. Go to Document Center → Add Document in the WP admin.
2. Fill in the Title and optionally an Excerpt (used as the card description).
3. In the Document Details meta box, enter:
   • Document URL — the shareable link to the file.
   • Document Owner — the person responsible for keeping it current.
   • Effective Date — when this version became official.
   • Source Type is detected automatically from the URL (Google Drive, Confluence, Figma, etc.) and shown as a read-only badge. No manual selection needed.
4. Assign a Document Type and Department in the right-hand taxonomy panels.
5. Publish.

Displaying the directory

Place the shortcode on any page:

[document_center]

Optional attributes to pre-filter the view:

[document_center type="policy"]
[document_center department="engineering"]
[document_center type="sop-process" department="operations" per_page="20"]

The type and department values are taxonomy slugs (visible in Document Center → Document Types / Departments).

Managing taxonomy terms

• Document Center → Document Types — edit the default types or add new ones.
• Document Center → Departments — add your company's departments here.

File structure

internal-document-center/
├── internal-document-center.php      # Plugin bootstrap
├── includes/
│   ├── class-post-type.php           # CPT registration + admin columns
│   ├── class-taxonomies.php          # idc_doc_type + idc_department taxonomies
│   ├── class-meta-fields.php         # Custom meta box (URL, source, owner, date)
│   ├── class-shortcode.php           # [document_center] shortcode
│   └── class-single-document.php     # Single page metadata injection
├── admin/
│   └── meta-box.php                  # Meta box HTML template
├── templates/
│   ├── archive-idc_document.php      # Directory view (used by shortcode)
│   ├── single-idc_document.php       # Single document metadata view
│   └── partials/
│       └── idc-results.php           # Results partial (shared by template + AJAX handler)
├── assets/
│   ├── css/
│   │   ├── frontend.css
│   │   └── admin.css
│   └── js/
│       ├── frontend.js
│       └── admin.js
├── README.md
└── CHANGELOG.md

Requirements

• WordPress 5.8+
• PHP 7.4+